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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,567 | $88,815+86.4% | $81,882+102.2% | $145,897+13.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.64% | 1033.75%-1020.1pp | 779.47%-765.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,742 | $3,086+21.2% | $2,916+28.3% | $4,663-19.8% |
| Participant deferral / active EE | $9,828 | $4,647+111.5% | $4,323+127.3% | $6,689+46.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |